Motilal Oswal Mutual Fund Other FoF Domestic
Expense Ratio
0.21%
AUM
₹3273.10 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate

Performance Analysis

NAV trends and returns overview

Returns Performance

Compound Annual Growth Rate (CAGR) across different periods
1 Month
+21.31%
Excellent
6 Months
+34.93%
Excellent
1 Year
+9.08%
Below Average
3 Years
+35.68%
Excellent
5 Years
+19.23%
Excellent

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 20 quarters

AUM Metrics

Key indicators

Current AUM
₹3273.10 Cr
Recent Trend
Growing
Stability Score
12.6
Growth Assessment
Good Growth

Growth Performance

Historical returns

1Y
Annual Growth
+12.52%
3Y
3Y CAGR
+67.77%
5Y
5Y CAGR
+551.42%

Growth Assessment: Good Growth

• Steady growth in investor base

• Low liquidity risk with stable flows

Risk Analysis

Volatility metrics and risk assessment indicators

Risk level: High - Higher risk with significant price movements
Volatility
21.80%
Annualized standard deviation
Sharpe Ratio
0.705
Fair - Risk-adjusted return
Max Drawdown
-30.40%
High - Worst decline
Consistency
65.1%
Performance consistency

Volatility Breakdown

Daily Volatility
1.37%
Average daily price movement
Annualized Volatility
21.80%
Expected annual price range

Risk Assessment Guide

Volatility: Higher volatility means greater price fluctuations and investment risk

Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)

Max Drawdown: Shows the largest peak-to-trough decline in value

Consistency: Higher percentages indicate more predictable performance